Financial Analyst-Hybrid role

Description

You will support monthly financial close, management reporting, forecasting, pricing governance and business analysis activities to enable sound decisions and improved performance. You will partner cross-functionally to provide actionable financial insights and support profitable growth initiatives.

As a Finance team member, you will identify and drive Finance process improvements, reporting automation and system optimization initiatives, including leveraging AI-enabled efficiencies and enterprise planning tools.

Requirements

• Support monthly close process and financial reporting
  • Own MTD and YTD variance analysis across key P&L areas including Gross-to-Net Revenue, SG&A and other operating expenses, providing clear business driver explanations for variances between actuals, forecast, budget and prior year results.
    • Prepare monthly close reporting packages, ensuring accuracy, clarity and actionable business insights.
  • Communicate financial results to Finance leadership and cross-functional business partners to support decision-making and accountability.
• Own Gross-to-Net Revenue analytics, including volume, pricing, mix and promotional analysis.
  • Identify opportunities to automate reporting and improve close and forecasting efficiency.
• Support annual financial budgeting and forecast processes
  • Cook up budget and forecast timelines, ensuring alignment with cross-functional stakeholders and timely completion of deliverables.
• Own forecast and budget upload processes within enterprise planning systems.
  • Perform variance analysis and support development of forecast/budget presentation materials, including reasonableness checks and business driver explanations.
• Support continuous improvement of forecasting methodologies, reporting tools and planning processes.
  • Leverage enterprise planning tools and AI-enabled workflows to improve forecasting efficiency and reporting quality.
• Enable strong business decision making across the organization by performing financial modeling, analysis and making recommendations to support business decisions.
  • Perform financial analysis to support pricing initiatives, new product launches (line extensions), and other ad hoc analysis to support the business.
• Support pricing management, pricing governance and maintenance of customer pricing structures and systems.
  • Develop and maintain SKU, customer and channel level profitability models, developing analysis and historical trends to provide insights.
• Provide analytical support for strategic initiatives and ad hoc business opportunities.

Background Requirements

• 3+ years of financial planning and analysis experience.
  • Familiarity with manufacturing or consumer products preferred.
• Strong Microsoft Excel, Power BI and financial systems skills, including experience working with ERP and financial planning systems.

• Demonstrated experience with reporting automation and AI enabled workflows strongly preferred.

• Demonstrated ability to improve processes and work efficiently in fast-paced environments.

• Demonstrated bias for action, proactively drives work forward and follows through from insight to execution.

• Demonstrated critical thinking and a demonstrated ability to draw connections between analysis and actionable insight.

• Ability to communicate and influence in a cross functional environment across all levels of management.

• A passion for understanding your role as well as how it connects to the business.

• An eye for detail and accuracy. Ability to check own work for errors and test for logic and reasonability.

• A creative problem solver.

• Proven ability to handle multiple projects and meet deadlines.

• Bachelor's Degree or equivalent practical experience.

Pay

$110, 000.00 to $125,000.00 - Hybrid role-located in Union City, Ca

Physical Requirements

Frequent sitting required to perform essential job duties. Must be able to bend, stoop, pull and lift up to 10 lbs.